In a recent in-depth discussion with Gildas Quinquis of Windrose Advisors, our Co-Founder Darren Richman shares the entrepreneurial journey behind Kennedy Lewis and dives deep into the core philosophies that drive our investment strategy.
Darren explains our nuanced approach to opportunistic credit, clarifying how it differs from traditional distressed investing and why we focus on the rich opportunities within non-sponsor lending. He discusses how we identify and capitalize on market inefficiencies to generate value, offering a detailed look at specific strategies like asset-backed lending and our innovative land banking program for homebuilders.
He also provides his expert perspective on the broader evolution of the private credit market, addressing current risks, the illiquidity premium, and how regulatory changes like tariffs are creating unique investment tailwinds. Tune in for an insightful conversation on navigating today’s complex credit landscape.